Filed August 2, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,245 | $109,359-49.5% | $162,163-65.9% | $72,985-24.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.14% | 25.46%-1.3pp | 115.59%-91.5pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,658 | $3,907-32.0% | $5,614-52.7% | $2,440+8.9% |
| Participant deferral / active EE | $1,411 | $5,481-74.3% | $7,298-80.7% | $3,607-60.9% |
| Admin fee / account holder | $1,157 | $7,972-85.5% | $10,843-89.3% | $5,124-77.4% |